A tax minimization audit looks at an 8 point analysis of common mistakes retirees make, and it's not their fault as the tax code is difficult to navigate. Our goal is to look at holes in your tax planning and give you a comprehensive plan to lower your taxes.

You are booking a call directly with me and I'm a licensed enrolled agent by the IRS, the highest license the IRS gives for taxes, an Amazon best selling author on taxes and I know the ins-and-outs of retirees and how to save money on taxes for retirees. That's why spots are limited.

Most CPAs and EAs and tax professionals don't have retirement experience to know the best and newest ways to save money in the tax code. The tax code is so complex CPAs and EAs just don't have the time to know how to specialize in helping retirees. As a licensed enrolled agent by the IRS in all 50 states who specializes in retirement taxation we have intimate knowledge of where to look and find savings.

We cannot tell you how much you will save as we don't know exactly your situation. Our best call we saved a retiree over $1 million in taxes, but it's common to find $10's of thousands in overpaid taxes we can help you.

We look for the 8 most common mistakes retirees make with their taxes. Smart retirees focus on knowing and having the ability to have the confidence their plan will maximize to keep as much as possible and that's our focus as well.